Global food security is one of the most important issues facing policymakers all over the world today. As the globe's population continues to expand, but the volume of arable land remains constant,... Read More

By Rajat Sharma In his letter to Berkshire Hathaway shareholders in 1992, Warren Buffet wrote: “Growth is always a component in the calculation of value, constituting a variable whose importance can range from... Read More

Lakewood Capital was up 3.1% for the third quarter. The fund's long equity positions generated a return of 1%, while its hedged long equity positions recorded a 4% return.... Read More

Since 2011, Teton Capital Partners has only reported one down year. But this could be about to change. According to the partnership’s September 2016 quarter-end report, a copy of... Read More

Goldman Sachs Group Inc (NYSE:GS) and Morgan Stanley (NYSE:MS) would be the most impacted banks under the proposed changes to supplementary leverage ratio, Citi analysts feel. Keith Horowitz and team... Read More

U.S. PE Investment In Southeast Asia More Than Doubles Since 2013 As part of a U.S.-ASEAN (Association of Southeast Asian Nations) summit that kicked off earlier this week, President Barack... Read More

Activist investor David Winters' fight with The Coca-Cola Company (NYSE:KO)'s board of directors over management compensation just received a new ally in the Ontario Teachers Pension Plan. Pension plan to oppose... Read More

Below is our 13F roundup for some high profile names for the second quarter of 2020 (March 2020). The statements only include equity positions. 13Fs do not include cash and... Read More

At the Ira Sohn conference yesterday, Jim Gundlach proposed an interesting short idea, and it's been moving the market today. Chanos said his idea for a short at the... Read More

Massiff Capital's latest commentary on Altius Minerals, a TSX listed royalty and streaming company that they established a position in earlier this year. Q1 2020 hedge fund letters, conferences and... Read More